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Applied Materials, Inc.

AMAT

Technology · 479.85 -1.0% today

Partial group confirmationMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

Applied Materials, Inc.'s move is being confirmed by its market group.

AMAT accounts for 16.8% of the group's measured movement across 6.0 effective names. raw member direction is mixed; 7 of 11 SPY-adjusted paths align to the downside. Capital-flow agreement is 14%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#2 of 11 by movement share
Group movement share16.8%Absolute path energy—not portfolio weight
Relative path-1.05%aligned
Effective breadth6.0 / 11balanced
Relative alignment7/11downside path · 3 counter-moving
Capital-flow agreement14%not yet clean
SEQUENCE READ

ONTO, ASX, TSM moved materially before AMAT. AMAT crossed its material path threshold at 10:20 ET, 35 minutes after the first measured mover. ENTG, KLAC, ASML followed.

EVIDENCE COVERAGE

6 of 11 members in Semiconductor Manufacturing are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 8 of 11 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as Q begins moving with the group.

Invalidation: The live read weakens if participation falls to 3 of 11 members or fewer.

Watch this read

Who this business touches

The relationships behind AMAT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

GMGeneral Motors CompanypartnerDec 12, 2025 ▾

“Dickerson started his semiconductor career in manufacturing and engineering management at General Motors’ Delco Electronics Division and then AT&T Technologies.”

TAT&T Inc.partnerDec 12, 2025 ▾

“Dickerson started his semiconductor career in manufacturing and engineering management at General Motors’ Delco Electronics Division and then AT&T Technologies.”

Depended on by

UCTT41.9% of UCTTcustomerFeb 23, 2026 ▾

“Our two largest revenue customers in fiscal years 2025, 2024 and 2023 were Applied Materials, Inc.”

Filing peers

MPWRENTGKLIC

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 16 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

AMAT is currently a Participant in the organic co-movement group Semiconductor Manufacturing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.